account manager

Tasks

• Advise on trust account investments
• Identify clients' financial goals and objectives
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Negotiate with corporations and government to determine the type and terms of new securities issue
• Prepare offering prospectus for new issues of stocks and bonds
• Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
• Work Term : Permanent
• Work Language : English
• Hours : 30 to 40 hours per week